Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-03-19 |
| FL | RA | APPROVED | 2013-07-17 |
Branch Locations
2550 Sw 76Th Street Suite 110, Gainesville, FL 32608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Gainesville | FL | 06/2013 | Present |
| Lentz- Dodd Financial Group | Gainesville | FL | 06/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Gainesville | FL | 07/2013 | Present |
| The Milner Group | Gainesville | FL | 08/2013 | 03/2019 |
(1)Name of Business: Address: 2550 SW 76th St Ste 110, Gainesville, FL, 32608-0346, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Start Date: 10/15/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: subleasing extra office space. (2) Name of Business: Dodd Ramsey Financial Group, Address: 2550 SW 76th St Ste 110, Gainesville, FL, 32608-0346, Activity Type: Support Company - Owner, Position/Title: Independent Contractor Investment Related: No Start Date: 06/03/2024 HPM: 81HPM trade hours: 41 Duties: Changing DBA from Lentz Dodd Financial Group to Dodd Ramsey Financial Group.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-13 |
Reach out to this advisor